NiSource
446 hedge funds and large institutions have $7.16B invested in NiSource in 2016 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 158 increasing their positions, 135 reducing their positions, and 49 closing their positions.
45% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 49
17% more repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 135
15% more capital invested
Capital invested by funds: $6.2B → $7.16B (+$959M)
4% more funds holding
Funds holding: 429 → 446 (+17)
1% more call options, than puts
Call options by funds: $12.6M | Put options by funds: $12.5M
0.33% less ownership
Funds ownership: 83.9% → 83.57% (-0.33%)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$87.7M |
| 2 |
State Street
Boston,
Massachusetts
|
+$50.1M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$27M |
| 4 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$21.1M |
| 5 |
BG
BlackRock Group
London,
United Kingdom
|
+$17.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$41.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$36.1M |
| 3 |
JP Morgan Chase
New York
|
-$29.7M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$18.9M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$18.3M |
NI Hedge Fund Activity: Q2 2016 in Review
446 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in NiSource (NI) for Q2 2016, worth a combined $7.16B — up 15% from $6.2B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new NI positions and 49 closed out — a net gain of 22 holders — while 158 added to existing stakes and 135 trimmed.
The largest buyer was Vanguard Group, adding an estimated $87.7M. The largest seller was Royal London Asset Management, cutting an estimated $41.3M.
- 446 institutional investors held NiSource (NI) as of Q2 2016, up from 429 in Q1 2016.
- Funds reported $7.16B of NiSource stock for Q2 2016, up 15% quarter-over-quarter.
- 71 funds opened new NiSource positions in Q2 2016 and 49 closed out, a net change of +22 holders.
- The largest NiSource buyer in Q2 2016 was Vanguard Group, an estimated $87.7M added.
- The largest NiSource seller in Q2 2016 was Royal London Asset Management, an estimated $41.3M sold.
Based on aggregated 13F filings for Q2 2016.